Articles by Malavika Santhebennur

Accounting, Education, Financial Planning

Advisers cop steep exam fee

The Financial Adviser Standards and Ethics Authority (FASEA) has released its examination legislative instrument for financial advisers, including how much it will cost for an individual to sit the professional exam.

read more
Accounting, Auditing, LRBA, Regulation

Triennial audit cycle unlikely to proceed

The likelihood of legislation for the three-year audit cycle for some SMSFs passing through Parliament under the current federal government is low given the likelihood the next election will be held in May 2019, according to an SMSF expert.

read more
Financial Planning, Investments, Portfolio Construction

Planners gloomy on domestic equities

A new report has highlighted the growing challenges financial planners are facing in relation to investment selection, with advisers becoming increasingly bearish in their outlook for domestic equities.

read more
Investments, Portfolio Construction, Retirement

SMSFs will unload Aust shares under Labor policy

A SuperConcepts survey has found almost three-quarters of SMSF trustees plan to drop Australian shares and change their investment strategy to compensate for the loss of franking credit income should Labor’s proposal to remove refundable franking credits become policy.

read more
Education

FASEA issues direction on designations

The Financial Adviser Standards and Ethics Authority (FASEA) has invited industry associations to apply for accreditation for their respective professional designation programs.

read more
ETFs

SelfWealth to launch ETF targeting SMSFs

Online broker SelfWealth has announced it has secured $100 million in seed funding from Graham Tuckwell’s ETFS Capital to launch a new exchange-traded fund (ETF), the SMSF Leaders ETF.

read more
Compliance, Tax

TPB cracks down on SMSF non-lodgers

Over 2700 tax practitioners who are also trustees of their own SMSF have outstanding SMSF annual returns, according to the Tax Practitioners Board (TPB).

read more
Regulation, Tax

Imputation refund policy to soften

The federal opposition’s proposed imputation dividend refund ban is not as significant an issue as it has been made out to be and is likely to be adjusted before being legislated if Labor wins the next election, according to BlackRock.

read more
ASIC

ASIC reveals hurdles in dispute resolution

Research by the corporate regulator into consumer experiences of internal dispute resolution (IDR) procedures across the financial services sector has found they face significant barriers and difficulties in navigating the complaints process.

read more
Features

New kids on the block

&

Almost half the winners at the sixth annual SMSF Service Provider Awards were fresh award recipients compared to last year, highlighting a competitive market and shifting preferences from SMSF trustees.

read more

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital